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Job Ref: 13730

Hybrid Work from home is available. Some days in the office and others work from home based on candidate experience, performance, distance to the office, etc. 

Position Summary

  • This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.


Essential Duties and Responsibilities 

  • Responsible for the preparation of the RFPs and the analyzation of the marketing results
  • Designing, distributing, and evaluating responses to surveys and RFPs
  • Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
  • The ability to create benchmark data and trend analysis for clients
  • Work independently and make sound underwriting decisions based on financial results
  • Proactive financial monitoring and review for assigned cases
  • Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
  • Create weekly, monthly and quarterly financial statements and/or projections
  • Assist in quarterly presentation to clients on financial performance of insurance programs
  • New Business Financial Evaluations, as needed by sales team
  • Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
  • Process all necessary paperwork by adhering to the department workflow and procedures


  • Bachelor’s Degree or the recognized equivalent in education and experience, required
  • 8 years of experience, preferred
  • Strong communication skills and ability to translate complex financial concepts into customer friendly format
  • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrates effective problem-solving abilities
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude
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